I have an Excel table that displays my stock portfolio through the years, like so:
I want to add a column called "Percentage" that will take the Value column and calculate what the percentage of that stock is for my entire portfolio for that date. So, for example, AAPL for 11/26/2020 would be $580.15 / ($580.15 + $269.68 + $556.12) = 41.26%. How do I do this?
Date | Stock | Share Pricw | Number of Shares | Value |
11/26/2020 | AAPL | $116.03 | 5 | $580.15 |
11/26/2020 | PINS | $67.42 | 4 | $269.68 |
11/26/2020 | ROKU | $278.06 | 2 | $556.12 |
11/27/2020 | AAPL | $116.59 | 5 | $582.95 |
11/27/2020 | PINS | $69.72 | 4 | $278.88 |
11/27/2020 | ROKU | $275.34 | 2 | $550.68 |
I want to add a column called "Percentage" that will take the Value column and calculate what the percentage of that stock is for my entire portfolio for that date. So, for example, AAPL for 11/26/2020 would be $580.15 / ($580.15 + $269.68 + $556.12) = 41.26%. How do I do this?